BHA

Beech Hill Advisors Portfolio holdings

AUM $214M
1-Year Est. Return 23.21%
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.2M
2 +$3.54M
3 +$3.42M
4
JPM icon
JPMorgan Chase
JPM
+$3.33M
5
CVS icon
CVS Health
CVS
+$3.13M

Top Sells

1 +$4.83M
2 +$3.92M
3 +$3.83M
4
GS icon
Goldman Sachs
GS
+$3.73M
5
MS icon
Morgan Stanley
MS
+$3.64M

Sector Composition

1 Healthcare 16.61%
2 Technology 16.33%
3 Industrials 13.78%
4 Communication Services 13.4%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-58,528
77
-1,500
78
-53,975
79
-13,200